Unclaimed
Anjuna Manel-singh is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Anjuna has been in the financial industry for over 20 years and has worked for several firms before joining Wells Fargo. Anjuna has a strong track record of helping clients reach their financial goals. Anjuna holds Series 7, Series 66, and SIE licenses and is registered in multiple states. Anjuna is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/31/2019 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
07/14/2006 - 02/23/2007
ATLAS SECURITIES, LLC (SAN LEANDRO CA)
CA
12/17/2001 - 05/26/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
12/17/2001 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anjuna Manel-singh is the right advisor for you? Invested Better is here to help.